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Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto - Ep. 813

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Manage episode 475867192 series 1822984
Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

TradFi and DeFi markets are in motion, responding to Trump’s tariffs, but a giant injection of liquidity could be on the way.

Maelstrom CIO Arthur Hayes provides his expertise on economic policy, macro movements, and political implications, delving into a variety of topics, including:

  • Trump’s rationale for tariffs
  • The possibility of a “fiat liquidity bonanza” and what it means for crypto
  • What the Hyperliquid brouhaha reveals about decentralization dreams
  • How Ethena might be an attack on Ethereum
  • The value prop of Circle’s IPO
  • Future price expectations for BTC, ETH, and SOL

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!

Guest:

Links

Previous coverage on Unchained:

Tariffs, Hyperliquid, and $1 million Bitcoin

Trump pardon:

Timestamps:

👋0:00 Intro

😰 4:07 Does Trump’s tariff rationale make sense?

💲 10:49 The upcoming “fiat liquidity bonanza” and what it means for crypto

🫤 20:18 What’s wrong with a Bitcoin Strategic Reserve?

💥 24:20 The Hyperliquid brouhaha and the decentralization pipe dream

💪 32:04 Why Binance and OKX “fatal blow” on Hyperliquid didn’t work

⚖️ 37:57 Trump’s pardon of Hayes and his visit to Mar-a-Lago

👀 46:27 How Ethena’s Converge chain affects Ethereum

🤼‍♀️ 52:58 SOL vs ETH: Which is a better buy right now?

😬 57:12 Hayes’ opinion of USDC’s Circle filing for an IPO

🤔 1:00:18 How does Hayes suss out potential investments?

📈 1:03:11 Price predictions on BTC, ETH and SOL

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

879 episodes

Artwork
iconShare
 
Manage episode 475867192 series 1822984
Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

TradFi and DeFi markets are in motion, responding to Trump’s tariffs, but a giant injection of liquidity could be on the way.

Maelstrom CIO Arthur Hayes provides his expertise on economic policy, macro movements, and political implications, delving into a variety of topics, including:

  • Trump’s rationale for tariffs
  • The possibility of a “fiat liquidity bonanza” and what it means for crypto
  • What the Hyperliquid brouhaha reveals about decentralization dreams
  • How Ethena might be an attack on Ethereum
  • The value prop of Circle’s IPO
  • Future price expectations for BTC, ETH, and SOL

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!

Guest:

Links

Previous coverage on Unchained:

Tariffs, Hyperliquid, and $1 million Bitcoin

Trump pardon:

Timestamps:

👋0:00 Intro

😰 4:07 Does Trump’s tariff rationale make sense?

💲 10:49 The upcoming “fiat liquidity bonanza” and what it means for crypto

🫤 20:18 What’s wrong with a Bitcoin Strategic Reserve?

💥 24:20 The Hyperliquid brouhaha and the decentralization pipe dream

💪 32:04 Why Binance and OKX “fatal blow” on Hyperliquid didn’t work

⚖️ 37:57 Trump’s pardon of Hayes and his visit to Mar-a-Lago

👀 46:27 How Ethena’s Converge chain affects Ethereum

🤼‍♀️ 52:58 SOL vs ETH: Which is a better buy right now?

😬 57:12 Hayes’ opinion of USDC’s Circle filing for an IPO

🤔 1:00:18 How does Hayes suss out potential investments?

📈 1:03:11 Price predictions on BTC, ETH and SOL

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

879 episodes

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